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Innovator US Equity Power Buffer ETF December

168 hedge funds and large institutions have $676M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+32
Holders Change %
+23.53%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
71
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
151
Archer Investment Corporation
Indiana
$144K
PS
152
Principal Securities
Iowa
$114K +$114K +3,247 New
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$96K -$65.4K -1,853 -41%
BBPWM
154
Blue Bell Private Wealth Management
Pennsylvania
$82.8K -$17.6K -500 -17%
EWA
155
EverSource Wealth Advisors
Alabama
$69.7K
WWM
156
Wagner Wealth Management
South Carolina
$69.5K +$69.5K +1,980 New
EPW
157
Evergreen Private Wealth
Colorado
$62K +$62K +1,767 New
WP
158
WealthShield Partners
North Carolina
$49.7K +$49.7K +1,416 New
CFD
159
Creative Financial Designs
Indiana
$43.9K
MIM
160
Macroview Investment Management
Maryland
$20.4K +$20.4K +582 New
LFG
161
Larson Financial Group
Missouri
$18.8K
GWM
162
Geneos Wealth Management
Colorado
$17.6K
CP
163
Castleview Partners
Texas
$14.8K +$14.8K +423 New
RIL
164
Rothschild Investment LLC
Illinois
$11.6K +$11.6K +330 New
NS
165
NBC Securities
Alabama
$10K +$10K +292 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$7.27K +$7.27K +207 New
IPW
167
Impact Partnership Wealth
Georgia
$3.02K +$3.02K +86 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$1.76K +$527 +15 +43%
Citadel Advisors
169
Citadel Advisors
Florida
-$2.28M -70,468 Closed
ST
170
Sageworth Trust
Pennsylvania
-$895K -27,664 Closed
UBS Group
171
UBS Group
Switzerland
-$50K -1,544 Closed
First Manhattan
172
First Manhattan
New York
-$21.6K -667 Closed
VAG
173
VisionPoint Advisory Group
Texas
-$13.7K -423 Closed
AWA
174
Authentikos Wealth Advisory
California
-$9K -278 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
-$32 -1 Closed